Bell Australian Small Companies Fund receives Recommended rating from Zenith

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Bell Australian Small Companies Fund has been awarded a Recommended rating by Zenith Investment Partners, less than a month after the fund’s inception. Zenith’s Product Assessment Report cites the Fund’s

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Strong outlook for small caps in current inefficient market

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Current market gyrations are generating market inefficiencies that create opportunities for excess investment returns, particularly in the small caps market, says Michael Lovett, Chief Executive Officer of Bell Asset Management.

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Bell Asset Management appoints new Head of Retail Sales 

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Bell Asset Management is pleased to announce the appointment of Andrew Stewart as Head of Retail Sales, effective 19 May 2025. In this newly created role, Andrew will report to

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Bell Asset Management appoints Lucinda Hill as Executive General Manager, Product and Operations, strengthening focus on global growth 

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Bell Asset Management (BAM) is pleased to announce the appointment of Lucinda Hill as Executive General Manager, Product and Operations. This newly created role is designed to bolster BAM’s strategic

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Vanguard announces three new executive appointments

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Vanguard has announced the appointment of three new executives to its Australian Executive Team. Maxim Tambling joined as Head of Human Resources on Monday, 18 November, Louise Eyres will commence as

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Vanguard Australia announces executive team changes

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Vanguard Australia has announced changes to its executive team, as two senior leaders will take on new roles based at the company’s U.S. headquarters. Michael Lovett, Head of Distribution in

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SMSF research highlights the need for diversification, opportunity for advice

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Market volatility and uncertainty have had a marked impact on how Australians with self-managed superannuation funds (SMSFs) approach investing, according to the nation’s most comprehensive research into SMSF trustees and their advisers.

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New research showing the growing opportunity for planners who can adapt to the needs of the SMSF market

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The Vanguard/Investment Trends Self Managed Super Fund Planner Report – which examines how Australian financial planners interact with SMSF investors – was released last week. The survey shows that SMSFs

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